Matt has been advising high and ultra-high net worth clients for over thirty years.

Before joining Oculus, Matt led the South, South West, and Wales team at UBS, where he was personally responsible for managing over £300 million of assets for his clients. His leadership and strategic insights were instrumental in helping clients navigate complex financial landscapes and achieve their financial goals.

Matt is an Economics graduate and a Chartered Wealth Manager. He also holds the Advanced Diploma in Financial Planning, the Private Client Investment Advice and Management, and Chartered Financial Analyst (part 1) qualifications.

Throughout his career, Matt has been committed to providing personalised and holistic financial advice. He believes in building long-term relationships with his clients, understanding their unique needs, and crafting tailored strategies to meet their objectives. His approach is characterized by transparency and integrity.

Matt lives in South Wales with his wife, Trudi, and they have three children.